大中华区2024年三季度物业摘要研究报告-政策聚力信心修复-仲量联行

2024jll.com© 2024030405060708091012131415161718192021222324252628293031323334353637383940424344454748495052535455562© 2024•TMT•1.5•65.21.5TMT22.6%87.835.774%1.552.119.5%4.7%3.1%2.4%2.5%1.55.4%1.9%2.8% | 20243202435.33.3%1-9GDP49.9%89620242123226.134.3%AB1.5920242110.1%0.1B 0.1211.070-100© 2024 | 2024•••420249109241017100420246.010.5%1-94.122.4%50.112.7%2.723.9%20241-97.017.1%5.919.2%20202420232419.1%90.5%0.20.7%0.7%0.11.2%0.9%0.9%202420248.9%3.4%3.1%© 2024••• | 2024520242024202418621%202418450%43%© 2024 | 2024•••6研究部专题文章202315.4202115%202320232022225.4%34%2023202320233%2%11%TOP52023CBD© 20242024202220237研究部专题文章20231,05835%65%20232142019© 2024128研究部专题文章2023201220238303802023AIoT40%AIoTAIoTAIoTAIoTAIoTAIoTNLPGenAINLPGenAIGenAIMaaSPluginGenAI© 202412012-20232023202339211YTD© 2024•••3.1%14.3%20%0.211.9%24,69412 2024 13.6%(YTD)-4,964 (YTD)0 11.9%267.5 -14.3%-2%0%2%4%6%8%10%12%14%16%18%20%-10010203040506070809010011020192020202120222023YTD 2024YTDCBD | 202412YTD© 2024••163,856• | 20242024152,460103,11991,1610.616.2%72,6950.529.6%5.0%4.3%(YTD)327,000 (YTD)523,000 23.4%187.6 -13.7%0%5%10%15%20%25%30%030609012015018020192020202120222023YTD 2024YTD13© 2024••• | 2024202411,000TMT27,0002024105,0005001.3 19.7%2.5%12100(YTD)217,000 (YTD)100,000 19.7%156.9 -6.7%0%5%10%15%20%25%02040608010020192020202120222023YTD 2024YTDYTD14YTD© 2024••• | 202420245426.5%2.4%12120(YTD)509,000 (YTD)824,000 26.5%162.8 -7.1%0%5%10%15%20%25%30%35%030609012015018021020192020202120222023YTD 2024YTD15YTD© 2024••• | 2024T216.81.928.9%2PMI20242.84.475.3//5.4%(YTD)171,200 (YTD)211,000 29.9%75.3 -9.6%0%10%20%30%40%02040608020192020202120222023YTD 2024YTD16YTD© 2024••• | 202448%3,216。9000.135.7%0.128.5%1.5%722.3%78(YTD)12,734 (YTD)0 35.7%78 -5.1%0%10%20%30%40%50%051015202520192020202120222023YTD 2024YTD17YTD© 2024••• | 202420241,55060%15%1,00012.620%-30%1.334.1%70//2.6%103//2.8%7%20245%-10%(YTD)4,000 (YTD)184,900 34.1%69.8 -7.7%0%10%20%30%40%02040608020192020202120222023YTD 2024YTD18YTD© 2024•6.1••2.0%67.9// | 2024(YTD)59,000 (YTD)309,000 30.3%67.9 -7.2%-10%0%10%20%30%40%-1001020304020192020202120222023YTD 2024YTD19, 6.14.83.01.80.130.3%7035.6%67.9//7.2%30%YTD0%9%18%27%36%45%051015202520192020202120222023YTD 2024© 2024••• | 2024TMT 3711520.137.2%0.10.855//1.8%67//2.0%15 (YTD)4,400 (YTD)0 37.2%67.2 -6.8%YTD20YTD© 2024••2024• | 2024202423%18%14%20249.49917.5316.40.838.9%0.637.7%10.7323578.62024YTD(YTD)48,400 (YTD)119,000 37.7%78.6 -10.1%0%10%20%30%40%50%0102030405020192020202120222023YTD 202421YTD© 2024| 202420242.525.7%1.20.882.8//1.9%2024·IGCB·34-5.2%(YTD)30,080 (YTD)0 25.7%82.8 -4.3%0%10%20%30%40%50%0102030405020192020202120222023YTD 2024YTD•••22YTD© 2024••• | 202423.7%0.428.2%1.7202473,98226%17%20249132.21.0%100.41.5%2024626202590IFC2025(YTD)122,000 (YTD)102,000 23.7%126 -3.7%0%5%10%15%20%25%30%010203040506020192020202120222023YTD 2024YTD23YTD© 2024••2024• | 2024-0.57-0.3622.6%14.0%1000952025724.2%0.130.0%1.20.118.5%0.51.93.32.62.02024443(YTD)84,000 (YTD)91,000 30.0%101.5 -5.9%0%10%20%30